senior executives.

As a senior executive, you will have accumulated significant wealth over your career.

But the demands of your work prevent you from devoting the time and attention you need to grow your assets. A large part of these is often linked to stock options, and special vigilance is required to mitigate the risks here, or perhaps improve diversification.

Your wealth must be managed on a global basis, taking into account your personal situation and pension together, addressing any tax issues. We can set up tailor-made management of your vested benefits, help you manage your supplementary pension assets under bel étage plans using partner pension funds, and advise you on related buyback opportunities.

If you are considering leaving Switzerland or your company, or if you are starting to plan your retirement or another activity, our expertise can support you throughout this transition, while preserving and growing your wealth.

Whether in England or Switzerland, I have enjoyed feeling truly supported by the same team of high-quality bankers. They have always provided local follow-up and been available, and they manage my portfolio with the same philosophy.1

Senior executives with interests around the world also have special requirements, so we tailor our advisory services accordingly. We can help you decide on the best strategies for cash management and exposure to foreign currencies.

We are experts in cross-border management, especially when your income, expenses and wealth are in different currencies. We pay close attention to international risks and preserving performance in an international context. We can also assist you in managing and anticipating all the consequences, particularly as regards taxation2, of changing domicile in Switzerland or abroad.

1 These quotes come from discussions with Lombard Odier clients. They are taken from a survey conducted in the first half of 2019, in which a panel of clients took part in individual interviews. 
2 Bank Lombard Odier & Co Ltd does not provide tax advice. Clients requiring tax advice should consult an independent tax advisor.

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